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TOP 30 Bank of america finance in New York, NY
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Merrill Lynch Financial Advisor Kevin J Halpin
Merrill Lynch Financial Advisor Kevin J Halpin is a Vice President and Senior Financial Advisor located at 75 Rockefeller Plaza in New York, New York. With over 25 years of experience in the financial services industry, Kevin focuses on total wealth management and offers strategy-based solutions for personal and business finances based on clients' individual needs and goals. As a Portfolio Manager, Kevin uses his expertise in individual equity selection and modern portfolio theory to help clients of all financial backgrounds. He works closely with clients' other advisors to address short and long-term goals, providing personalized advice and specialized investment services. Kevin and his wife Julia, who also works at Merrill, have a combined length of service of over 50 years. At Merrill Lynch Wealth Management, Kevin believes in building personalized plans centered on clients' goals and priorities, helping them achieve financial success and pursue what matters most to them. With access to the investment insights of Merrill and banking solutions from Bank of America, Kevin works with clients to develop an approach designed to address their financial needs and help them achieve their goals. Through regular meetings and reviews, Kevin helps clients stay on track and adapt their financial approach to reflect changes in their lives and the market. Kevin is registered to do business in multiple states across the United States, offering personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.
Merrill Lynch Financial Advisor Steven T. Kim
Merrill Lynch Financial Advisor Steven T. Kim is a finance institution located at 6965 Yellowstone Boulevard, New York, United States. Our personalized wealth management strategies are designed to help you pursue your financial goals through a deep understanding of your full financial picture. We offer access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. Our focus is on family, goals, and priorities, adapting to your changing needs over time. We believe in personalized financial planning, starting with a conversation to understand your goals and priorities. Our Investment Personality Assessment helps us customize a financial approach tailored to what matters most to you. We provide ongoing support to help you stay on track and adjust your approach as your life evolves. Let us work with you to design a comprehensive financial strategy that aligns with your goals and helps manage investment risk. Your financial success is our priority, and we are committed to helping you achieve your goals for the future. Contact us today to learn more about how we can help you navigate the complexities of your financial life and build a customized investment approach that suits your needs.
Merrill Lynch Financial Advisor Cosmin Cotet
Merrill Lynch Financial Advisor Cosmin Cotet is a finance institution located at 75 Rockefeller Plaza, New York, New York, United States. With over 15,000 Merrill Lynch Financial Advisors assisting clients nationwide, including all 50 states, District of Columbia, and US territories, the institution aims to help individuals achieve their desired financial goals. Specializing in asset allocation, diversification, and rebalancing, the institution provides a range of brokerage, investment advisory, and financial planning services. Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and investment adviser, offers investment products managed by affiliates of Bank of America Corporation. Additionally, insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust and fiduciary services are provided by Bank of America Private Bank and U.S. Trust Company of Delaware. Banking products are offered by Bank of America, N.A. and affiliated banks. Adhering to strict ethical standards, Merrill Lynch Financial Advisor Cosmin Cotet aims to provide personalized financial advice and services to help clients make informed decisions about their financial future.
Merrill Lynch Financial Advisor Cathy L Hamill-Pidoto
Merrill Lynch Financial Advisor Cathy L Hamill-Pidoto is a finance institution located at 114 West 47th Street, New York, New York, United States. With over 15,000 Merrill Lynch Financial Advisors across all 50 states, District of Columbia, and several US territories, the institution aims to help clients achieve the lives they desire. Services offered include asset allocation, diversification, and rebalancing, however, investing involves risk and there is always potential for loss. Merrill Lynch does not provide legal, tax, or accounting advice and recommends consulting with appropriate advisors before making financial decisions. The institution offers a broad range of brokerage, investment advisory, and other services through its affiliated companies. Clients can find the right advisor based on their location and connect by starting with a name. Banking products are provided by Bank of America, N.A. and affiliated banks. Additionally, Merrill Lynch offers insurance, annuity products, trust, and fiduciary services through its subsidiaries. The institution strives to provide information about products and services that may be of interest to clients. Please note that by clicking on links, you may be redirected to other websites not owned by Bank of America or its affiliates.
Merrill Lynch Financial Advisor Matthew Saum
Merrill Lynch Financial Advisor Matthew Saum, located at 114 West 47th Street, New York, United States, is a finance institution dedicated to building strong relationships with clients. With a focus on personalized wealth management strategies, the institution offers access to investment insights from Merrill and banking solutions from Bank of America. The team, comprised of experienced individuals, is committed to providing personalized service and building trust with clients. By understanding each client's goals and priorities, the institution helps create customized financial strategies to turn goals into reality. With a focus on adapting to changes in clients' lives and the financial markets, Merrill Lynch Financial Advisor Matthew Saum aims to help clients stay on track to achieve what matters most to them. Through a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor, clients can receive personalized investment strategies and comprehensive financial solutions. The institution is registered to do business in multiple states and emphasizes the importance of seeking the advice of an experienced financial advisor for wealth management.
Merrill Lynch Financial Advisor Samuel Cherny
Merrill Lynch Financial Advisor Samuel Cherny is located at 75 Rockefeller Plaza in New York, New York, United States. As a financial advisor, Samuel Cherny focuses on connecting all aspects of your financial life to help you prioritize and pursue your most important goals. With over 80 years of experience, the Henneck/Cherny Group at Merrill Lynch Wealth Management assists individuals, families, and businesses in identifying and achieving their financial goals. Samuel Cherny began his career in financial services in 2015 after graduating from the University of Wisconsin-Madison with degrees in Personal Finance and Economics. He emphasizes a disciplined approach to investing and cash flows to help clients plan for the future. Some of his passions include customizing portfolios, streamlining retirement assets, and providing introductions to Bank of America and the Private Bank for services such as securing mortgages and estate planning.
Merrill Lynch Financial Advisor Sally Cai
Merrill Lynch Financial Advisor Sally Cai, located at 75 Rockefeller Plaza in New York, is a dedicated and experienced finance institution committed to building strong relationships with clients. Sally Cai, a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the Financial Services industry, focuses on servicing the needs of affluent families and businesses. Recognized by Forbes for her exemplary client service, Sally's wealth management approach is tailored to address the specific needs of each client, offering sound advice on creating long-term financial goals and implementing investment strategies. With access to the investment insights of Merrill Lynch Wealth Management and banking solutions from Bank of America, Sally works with clients to develop personalized plans to help achieve their financial goals. By starting with a conversation to understand each client's unique aspirations and priorities, Sally aims to provide disciplined strategies in all market cycles. Committed to community involvement and driven by a passion for delivering excellent service, Sally Cai is dedicated to helping clients pursue their financial goals and achieve long-term success.
Merrill Lynch Financial Advisor Lee R Nesser
Merrill Lynch Financial Advisor Lee R Nesser is a finance institution located at 114 West 47th Street, New York, New York, United States. The mission of the institution is to unlock the confidence, simplicity, and security that wealth is meant to provide. The institution serves clients from diverse backgrounds and professions, all connected by the common goal of better planning for their families. The Nesser | Sheft Group offers personalized financial and wealth management plans designed to preserve and grow the wealth of their clients. Recognized as "Best-in-State Wealth Advisors" by Forbes in 2021 and 2022, the group is supported by the global resources of Merrill and Bank of America. The advisors at Merrill Lynch are committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, clients can create a customized financial plan centered on their goals. The advisors work to help clients stay on track towards achieving their goals, adjusting their approach as needed. By getting to know clients personally and understanding their priorities, the advisors can offer a financial approach tailored to their unique needs. The institution offers a range of services, including investment advisory, financial planning, and other financial solutions. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Lee R Nesser aims to help clients live their best financial lives.
Merrill Lynch Financial Advisor Brian J. Raimondi
Merrill Lynch Financial Advisor Brian J. Raimondi, located at 75 Rockefeller Plaza in New York, New York, is a premier finance institution dedicated to helping clients manage their wealth through personalized strategies tailored to their individual goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Brian Raimondi works closely with clients to develop a comprehensive financial plan that evolves with their changing needs and market conditions. As a Merrill Lynch Wealth Management Advisor, Brian Raimondi believes in building strong relationships with clients by understanding their values, aspirations, and financial objectives. Through in-depth conversations and personalized wealth management strategies, he helps clients navigate important financial decisions such as retirement planning, education funding, and legacy preservation.
Credit Mount
Credit Mount is a trusted and reputable financial institution located at 1790 Flatbush Avenue in New York, United States. With over 14 years of experience, we specialize in providing reliable and ethical financial services, specifically tailored for real estate professionals. Our proven program has successfully worked for major companies such as Capital One and Bank of America, and is now available to individual clients. At Credit Mount, our team of experts will consult with you to understand your financial needs, develop a customized strategy, and implement the necessary measures to repair your credit history and achieve your financial goals. We offer free advice from specialists when you fill out our form, and we work closely with financial institutions, mortgage brokers, real estate brokers, attorneys, auto dealers, and other businesses to help clients improve their financial situations and manage their finances wisely.
Merrill Lynch Financial Advisor Jeffrey B Naschek
Merrill Lynch Financial Advisor Jeffrey B Naschek is a finance institution located at 75 Rockefeller Plaza, New York, New York, United States. As your Merrill advisor, the focus is on connecting all aspects of your financial life to help prioritize and pursue the goals that matter most to you. Managing your wealth begins with a deep understanding of your full financial picture, and creating a flexible strategy based on your priorities and market conditions. The institution provides access to investment insights from Merrill and banking solutions from Bank of America. The team is actively involved in charitable organizations such as the Crohn's & Colitis Foundation of America. The advisors and Wealth Management Client Associates are dedicated to building strong client relationships based on trust and personalized service. The institution offers personalized wealth management strategies to help clients pursue their goals. The mission is to understand each client individually and design a personalized plan to help achieve financial goals while managing investment risk. By staying updated on changes in the client's life and financial markets, the institution aims to help clients stay on track towards their goals. Jeffery Naschek is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor certification. The institution provides investment insights, tips, and strategies to help clients live their best financial life.
Merrill Lynch Financial Advisor Julio C. Franco
Merrill Lynch Financial Advisor Julio C. Franco is located at 75 Rockefeller Plaza in New York, New York, United States. Julio is a Senior Vice President and an International Wealth Advisor with over 30 years of industry experience. He is a qualified Portfolio Manager who can help clients pursue their financial objectives by building and managing personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Julio focuses on transactional based clients, particularly in active trading strategies in equities, options, fixed income, and foreign currencies. He also manages a proprietary Global Thematic Equity portfolio and various Merrill model portfolios. Julio holds industry designations such as CFA®, FRM®, and CAIA®, and is a member of various financial associations. He has a Master of Science in Financial Risk Management and a BA in Economics and Finance. Fluent in Spanish, Julio resides in Greenwich, Connecticut. Merrill Personal Wealth Analysis™ is offered to help clients build a personalized financial plan centered on their goals and priorities. As a Merrill Lynch Wealth Management Advisor, Julio focuses on understanding each client's unique needs and provides personalized investment strategies and comprehensive financial solutions. Working with Julio means having access to the investment insights of Merrill and the banking solutions of Bank of America. He believes in placing the investor at the center of the planning process and aims to help clients navigate through financial transitions and decisions. By regularly reviewing and adjusting financial approaches, Julio helps clients stay on track to achieve their goals. Whether planning for retirement, saving for a home, or funding education, Julio works with clients to develop a customized approach that addresses their financial needs. With a focus on getting to know each client personally, Julio creates a financial strategy that reflects their personality and priorities. The ultimate goal is to help clients achieve their financial goals and live their best financial life.
Merrill Lynch Financial Advisor Brandt Cybul
Merrill Lynch Financial Advisor Brandt Cybul is located at 75 Rockefeller Plaza in New York, New York, United States. Brandt has been in the finance industry since 2007 and joined Merrill Lynch Wealth Management in 2018. He offers personalized investment advice to help clients achieve their financial goals for both personal and business needs. With a focus on honesty, loyalty, and respect, Brandt believes in building long-term relationships with his clients. Brandt holds various registrations and licenses, including FINRA Series 7, 63, and 65, as well as NY Life & Health insurance. He is dedicated to providing tailored financial solutions to help clients manage, grow, and preserve their wealth. By understanding each client's unique goals and priorities, Brandt creates personalized plans to address their financial needs. With access to the resources of Merrill and Bank of America, Brandt's team is committed to building strong client relationships based on trust and personalized service. Contact Merrill Lynch Financial Advisor Brandt Cybul to start planning for your financial future today.
Merrill Lynch Financial Advisor Kurt Kempkes
Merrill Lynch Financial Advisor Kurt Kempkes is a finance institution located at 75 Rockefeller Plaza, New York, New York, United States. The Heptig Kempkes Group believes in building strong relationships through teamwork and involvement, offering financial advice and guidance to clients. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, the institution aims to be your primary source for financial planning. The team at Merrill Lynch can help you identify and prioritize your financial goals, whether it's funding education, planning for retirement, covering healthcare costs, or preserving wealth. By creating a personalized financial strategy aligned with your goals, the advisors work to help you manage, grow, and preserve your wealth. The institution offers a transparent and disciplined approach to managing wealth, putting you at the center of the process. With the support of Merrill's investment insights and Bank of America's banking solutions, the team is dedicated to helping you pursue your goals and navigate life's inevitable changes. Through one-on-one relationships with Merrill Lynch Wealth Management Advisors, you can receive personalized investment strategies tailored to your needs and aspirations. Let the team at Merrill Lynch Financial Advisor Kurt Kempkes help you achieve your financial goals and live your best financial life.
Merrill Lynch Financial Advisor R. Jason Hutton
Merrill Lynch Financial Advisor R. Jason Hutton is a prestigious finance institution located in New York, United States. Situated at 200 Park Avenue, 34th Floor, Grand Central/Metlife Building, New York, NY 10166, this institution prides itself on its team of experienced advisors who have been recognized by financial industry publications and Bank of America Corporation. The advisors at Merrill Lynch are dedicated to providing exemplary client service and setting the standard for excellence in the industry. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. Each relationship begins with a conversation to identify and prioritize the goals that matter most to the client. With access to a breadth of potential solutions, premier customer service, and financial tools tailored to each client's unique circumstances, Merrill Lynch strives to help clients achieve their financial goals.
Merrill Lynch Financial Advisor Robert R. Bratman
Merrill Lynch Financial Advisor Robert R. Bratman is a finance institution located at 200 Park Avenue, New York, New York, United States. The team is dedicated to understanding your values and helping you achieve your financial goals. With a focus on one-on-one communication, they strive to create personalized plans that align with your individual and family needs. Robert R. Bratman, a Chartered Retirement Planning Counselor℠ (CRPC®), has extensive experience in providing comprehensive planning strategies to high net worth individuals and their families. He specializes in working with attorneys at top-tier law firms and navigating complex financial situations. Robert is also a Senior Portfolio Advisor who can manage custom investment strategies to help clients pursue their objectives.
Merrill Lynch Financial Advisor Joshua Sucov
Merrill Lynch Financial Advisor Joshua Sucov is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and US territories, the institution helps clients achieve their financial goals. The institution offers a wide range of brokerage, investment advisory, and financial planning services, but does not provide legal, tax, or accounting advice. Clients are encouraged to consult with their own advisors before making financial decisions. Merrill Lynch is a subsidiary of Bank of America Corporation and offers various investment, insurance, and annuity products. The institution strives to provide clients with information about products and services that may be of interest, and offers a personalized approach to financial planning.
Merrill Lynch Financial Advisor Alexander Oliner
Merrill Lynch Financial Advisor Alexander Oliner, located at 1325 Franklin Avenue, Garden City, New York, United States, is a dedicated institution in the finance industry. With over 10 years of experience, Alexander joined Merrill Lynch Wealth Management in 2017. He specializes in understanding the priorities of high-net-worth individuals and families, offering personalized attention and customized investment strategies. By providing access to the investment insights of Merrill and the banking convenience of Bank of America, Alexander helps address various aspects of clients' financial lives. Services include asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning. Investment strategies may include equities, fixed income, alternative investments, ETFs, and more. Alexander is a qualified Portfolio Advisor holding Series 7, 55, and 66 FINRA registrations. He is fluent in Hebrew and a graduate of Fordham Law School and Yeshiva University. Alexander is committed to community involvement and volunteering. The institution offers the Merrill Personal Wealth Analysis™ to build personalized plans centered on clients' goals. Financial advisors at Merrill Lynch Wealth Management focus on family, goals, and priorities, adapting to changes over time. The institution offers tools and resources to help clients track changes in their financial approach and stay on track to achieve their goals. By developing personalized plans and addressing clients' individual needs, Alexander aims to help clients manage, grow, and preserve their wealth. As a Merrill Lynch Wealth Management Advisor, Alexander prioritizes understanding clients' needs and goals to provide tailored solutions. The institution offers comprehensive financial solutions and personalized investment strategies to help clients pursue their financial goals. Through a dedicated one-on-one relationship, clients can navigate financial complexities and achieve their desired outcomes. Investing with Merrill Lynch involves risk, and past performance does not guarantee future results. Alexander Oliner is registered to do business in DE, FL, NJ, NY, VT.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a finance institution located at 266 Merrick Road, Lynbrook, New York. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We take the time to understand your priorities, retirement goals, education funding, business issues, cash management, and credit strategies. Our branch offers access to Merrill's investing resources and Bank of America's banking convenience to create a framework for addressing financial challenges. We are committed to transparency, trust, and openness, and our advisor teams strive to develop intimate relationships with clients to discuss a wide range of financial needs. Through volunteerism and charitable outreach, we support the communities where we live and work. Our culture is dedicated to providing training, mentoring, and technology for new and experienced advisors. We offer individually customized investment approaches and wealth management advice to help clients pursue their financial goals. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering the skills and knowledge needed to assist individuals in pursuing their unique financial goals. Please consult legal and tax advisors before making any financial decisions. We offer a broad range of brokerage, investment advisory, and other services. Remember that investing involves risk, and past performance does not guarantee future results.
Merrill Lynch Financial Advisor Ryan Meca
Merrill Lynch Financial Advisor Ryan Meca is a trusted institution located at 1325 Franklin Avenue, Garden City, New York, United States. Specializing in finance, Ryan Meca is dedicated to managing your wealth by creating personalized strategies tailored to your goals and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Ryan Meca can help you pursue your financial aspirations and navigate changing market conditions. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed to help you achieve your goals and priorities over time. By understanding your unique investment personality and preferences, Ryan Meca can customize a financial approach that aligns with your values and aspirations. With a focus on building long-term relationships, Ryan Meca is committed to helping you stay on track and adapt to life changes and market fluctuations. Let Ryan Meca guide you towards financial success and help you live your best financial life.
Merrill Lynch Financial Advisor Conor E Reeves
Merrill Lynch Financial Advisor Conor E Reeves is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The institution offers a wide range of investment solutions from Merrill and banking products from Bank of America. Senior Vice President and Wealth Management Advisor Conor Reeves works closely with individuals and families to identify their financial goals and life priorities. He has earned national recognition as a Financial Advisor and holds the CERTIFIED FINANCIAL PLANNER™ certification. Conor brings fresh perspectives to financial planning and is committed to personalized, responsive, and hardworking service. He is dedicated to helping clients make informed decisions as they pursue their financial goals. With access to the investing insights of Merrill and banking capabilities of Bank of America, Merrill Lynch Financial Advisor Conor E Reeves provides comprehensive financial guidance to help clients build a secure future for themselves and their families. Please note that investing involves risk and it is important to consult with legal and tax advisors before making any financial decisions.
Merrill Lynch Financial Advisor Pat Zinnanti
Merrill Lynch Financial Advisor Pat Zinnanti, located at 1325 Franklin Avenue, Garden City, New York, United States, is a finance institution focused on building strong client relationships based on trust and personalized service. Every relationship begins with a conversation to identify and prioritize your goals, whether it's transferring wealth, planning for retirement, or funding a child's education. The institution believes in understanding you personally to create a financial approach that reflects your personality and helps you achieve your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with you to develop a customized strategy to address your financial needs. The team of talented individuals at Merrill Lynch Wealth Management Advisors is committed to helping you navigate the complexities of your financial life and pursue your goals. Whether you need help managing fluctuations in the market or changes in your life, they are there to guide you every step of the way. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Pat Zinnanti is dedicated to helping you live your best financial life.
Merrill Lynch Financial Advisor Steven Scher
Merrill Lynch Financial Advisor Steven Scher, located at 1325 Franklin Avenue in Garden City, New York, offers personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. With a focus on risk management, retirement income strategies, long-term care, wealth transfer, and more, Steven and his team are committed to providing top-tier service and advice to help you pursue the life you envision. With a background in finance since 1999 and a dedication to improving the quality of his clients' lives, Steven works closely with each individual to create a customized wealth management plan. By utilizing resources available at Merrill Lynch Wealth Management and Bank of America, Steven aims to help clients achieve their financial goals and navigate the complexities of the market. Through ongoing conversations and personalized guidance, Steven helps clients adapt their financial approach to reflect changes in their lives and achieve their long-term objectives. With Merrill Lynch, you can count on a dedicated advisor who puts your needs first and helps you navigate the financial landscape with confidence.
Merrill Lynch Financial Advisor Matthew Hughes
Merrill Lynch Financial Advisor Matthew Hughes is a finance institution located at 100 Jericho Quadrangle, Jericho, New York, United States. The Gatto, Gatto, Hughes Group at this institution believes in building strong relationships through teamwork and involvement. They offer access to the global investment capabilities of Merrill and the banking convenience of Bank of America. The advisors at Merrill Lynch Financial Advisor Matthew Hughes are dedicated to providing personalized financial advice and guidance to help clients achieve their goals. With a focus on understanding each client's unique needs and priorities, the team at this institution works to create customized financial plans that reflect the individual's personality and aspirations. They offer a range of services, from retirement planning to wealth management, to help clients manage, grow, and preserve their wealth. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. By staying on top of changes in the financial markets and in clients' lives, they aim to help clients stay on track to achieve their financial goals. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Matthew Hughes is dedicated to helping clients live their best financial lives.
Merrill Lynch Financial Advisor Jesse M Silver
Merrill Lynch Financial Advisor Jesse M Silver is a prestigious finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Merrill is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The institution offers personalized financial services tailored to each client's unique goals and priorities, with a focus on building strong client relationships based on trust and personalized service. The team at Merrill Lynch Wealth Management is comprised of talented and experienced individuals who are committed to helping clients achieve their financial objectives. By getting to know each client personally and understanding their investing preferences, the advisors at Merrill develop customized financial approaches to help clients pursue their goals. The institution offers a range of services, including investment planning, retirement planning, wealth management, and more. With access to the resources of Merrill and Bank of America, clients can benefit from comprehensive financial solutions designed to address their specific needs. Whether you are planning for retirement, saving for a major purchase, or considering wealth transfer, Merrill Lynch Financial Advisor Jesse M Silver is dedicated to helping you achieve your financial goals.
Merrill Lynch Financial Advisor Philip Siegel
Merrill Lynch Financial Advisor Philip Siegel is located at 1305 Walt Whitman Road in Melville, New York, United States. With a focus on wealth planning, Phil brings innovative ideas to successful individuals in various industries, such as sports and entertainment, technology, and healthcare. He is dedicated to building strong relationships with his clients and helping them make important financial decisions for themselves and their families. Phil is a Certified Financial Planner™ and Chartered Retirement Planning CounselorSM, with a Bachelor's degree in Finance from The George Washington University. He believes in a defined process for building wealth, emphasizing strategies that can create long-term results. Phil works closely with clients to understand their goals, risk tolerance, and investment objectives, creating personalized asset allocation plans that may include dividend-paying stocks, technology companies, ETFs, and alternative investments.
Merrill Lynch Financial Advisor Samuel Yeager
Merrill Lynch Financial Advisor Samuel Yeager is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. This institution offers personalized wealth management strategies tailored to your goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Samuel Yeager can help you create a flexible financial strategy in today's changing market conditions. By conducting a Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and aspirations. As a Chartered Retirement Planning Counselor™, Samuel Yeager is registered to do business in several states and can assist you in making informed investment decisions. The institution focuses on understanding your financial situation, family dynamics, and what matters most to you in order to design a customized approach that reflects your unique needs. With a dedication to helping you achieve your goals, Samuel Yeager will work with you to stay on track regardless of market fluctuations.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a finance institution located at 26 Century Hill Drive in Latham, New York, United States. The branch offers a wide range of financial services for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, the advisors at Merrill Lynch can provide financial strategies tailored to meet your specific needs. In addition to wealth planning advice, the branch also offers retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The financial advisors at Merrill Lynch are dedicated to client service and satisfaction, helping clients identify their personal and professional goals to create long-term financial strategies.
Merrill Lynch Wealth Management Advisor M Keefe Gorman
Merrill Lynch Wealth Management Advisor M Keefe Gorman, located at 235 South Cayuga Street, Ithaca, New York, United States, is a finance institution with over 15,000 Merrill Lynch Financial Advisors helping clients across all 50 states, District of Columbia, and several US territories achieve their financial goals. Investing involves risks, and Merrill Lynch offers a broad range of brokerage, investment advisory, and other services. The institution does not provide legal, tax, or accounting advice and recommends consulting with legal and/or tax advisors before making financial decisions. Merrill Lynch is a registered broker-dealer and investment adviser, offering insurance and annuity products through Merrill Lynch Life Agency Inc. Trust and fiduciary services are provided by Bank of America Private Bank and U.S. Trust Company of Delaware. Banking products are provided by Bank of America, N.A. and affiliated banks. The institution offers a variety of investment, insurance, and annuity products and services, with certifications and trademarks from reputable financial organizations. Merrill Lynch strives to provide clients with useful information about products and services through relationship-based ads and online behavioral advertising. Please note that Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Securities, advisory, and investment banking activities are performed globally by the bank's affiliates. Securities, corporate advisory, and capital markets services are performed in Australia by Merrill Lynch Markets (Australia) Pty. Limited. Bank of America N.A. and DSP Merrill Lynch Limited are subsidiaries of Bank of America Corporation operating in India, offering a range of banking and financial services.
Merrill Lynch Financial Advisor LuAnn K. Losito
Merrill Lynch Financial Advisor LuAnn K. Losito, located at 102 Business Park Drive, Utica, New York, United States, is a finance institution led by Senior Financial Advisor, Senior Vice President LuAnn K. Losito. With over 20 years of experience in the financial services industry, LuAnn specializes in assisting clients in building wealth management strategies tailored to their individual needs. The institution's team is actively involved in the community, dedicating time and resources to charitable organizations such as United Way. Merrill Personal Wealth Analysis™ is utilized to create personalized financial plans focused on clients' goals and aspirations. Supported by the global resources of Merrill, the team consists of talented professionals committed to building strong client relationships based on trust and personalized service. The institution's approach to wealth management involves working closely with clients to identify and define their financial goals, ensuring that their investment strategy aligns with their life plan.
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